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Quick Tip Tuesday: Add multiple users to your DocuSign account at once

Need to add a number of users to your DocuSign account at one time? You can easily add multiple users with a comma-separated value (CSV) file.

Note: You must have an account plan that supports multiple users and you must be the account administrator to add new users. If you have questions, please contact your account manager for more details.

Create a CSV file in Microsoft Excel and include the following fields: User Name, User Email, User Title, Group, and Permission Profile. Fill in the information for each user and save the file as a CSV.
 
Note: The User Title, Group, and Permission Profile fields are optional – entries without these fields will populate no user title, the default group (Everyone), and the default permission profile for that group.

With the CSV file prepared, you're ready to add multiple users to your account.

  1. From your DocuSign account, click your profile image, then click Preferences.
  2. Under Account Administration, click Users.
  3. Click New/CSV.
  4. Click Choose File, select the file you'd like, then click Submit. When finished, click Done.
  5. Under Account Administration, click Users. The new users should now display in the list of users.

For more detailed information, be sure to check out our comprehensive documentation on Adding Multiple Users from a CSV file.

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1 Comment

  1. Makes sending Documents so much easier when all the info is there.

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